Anic Equity¶
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Total return since start: 0.565 %¶
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Equity now: -----------------------------> 47804.8 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46409.9 Kr¶
PnL: ---------------------------------------> -478.67 Kr¶
DD now: ---------------------------------> -1.697 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 12:35:11.418287'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -2.320000 | 2803.500000 | 167.500000 | 6.350000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.500000 | 3088.800000 | 117.800000 | 3.960000 | 2971.000006 |
| Corem Property Group B | 59 | -1.160000 | 654.900000 | 77.900000 | 13.500000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.600000 | 431.400000 | 76.400000 | 21.520000 | 355.000000 |
| SAAB B | 8 | 1.250000 | 3436.800000 | 59.800000 | 1.770000 | 3377.000000 |
| Boozt | 12 | -0.140000 | 1704.000000 | 50.000000 | 3.020000 | 1653.999996 |
| HMS Networks | 2 | -0.670000 | 714.800000 | 41.800000 | 6.210000 | 673.000000 |
| OEM International B | 7 | 0.000000 | 555.800000 | 27.800000 | 5.270000 | 527.999997 |
| Intrum | 4 | 0.370000 | 548.200000 | 21.200000 | 4.020000 | 527.000000 |
| MedCap | 2 | 0.000000 | 440.000000 | 19.000000 | 4.510000 | 421.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Coor Service Management Hold. | 8 | 0.070000 | 547.200000 | 15.200000 | 2.860000 | 532.000000 |
| Eastnine | 4 | -0.320000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.740000 | 257.760000 | 11.760000 | 4.780000 | 246.000000 |
| Norva24 Group | 16 | 1.480000 | 550.080000 | 7.080000 | 1.300000 | 543.000000 |
| Resurs Holding | 22 | 0.300000 | 580.360000 | 6.360000 | 1.110000 | 573.999998 |
| AcadeMedia | 12 | 0.430000 | 563.040000 | 6.040000 | 1.080000 | 557.000004 |
| Swedbank A | 3 | 1.610000 | 568.050000 | 4.050000 | 0.720000 | 564.000000 |
| Karnov Group | 9 | -1.480000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Essity A | 4 | -1.370000 | 1150.000000 | 1.000000 | 0.090000 | 1149.000000 |
| Creaspac SPAC | 6 | -0.100000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Handelsbanken A | 5 | 0.230000 | 545.250000 | -0.750000 | -0.140000 | 546.000000 |
| Essity B | 2 | -1.240000 | 572.800000 | -1.200000 | -0.210000 | 574.000000 |
| Securitas B | 6 | -0.130000 | 568.680000 | -1.320000 | -0.230000 | 570.000000 |
| Nordea Bank Abp | 29 | 0.000000 | 3449.260000 | -4.740000 | -0.140000 | 3453.999992 |
| CTEK | 13 | 0.990000 | 528.060000 | -5.940000 | -1.110000 | 533.999999 |
| Midsona B | 63 | -1.730000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| FM Mattsson Mora Group B | 50 | -2.690000 | 2890.000000 | -37.000000 | -1.260000 | 2927.000000 |
| International Petroleum Corp. | 5 | 2.490000 | 556.500000 | -38.070000 | -6.400000 | 594.565215 |
| Vivesto | 1368 | 2.060000 | 570.460000 | -42.540000 | -6.940000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.370000 | 3766.000000 | -84.000000 | -2.180000 | 3850.000000 |
| OX2 | 18 | 1.430000 | 1535.400000 | -128.600000 | -7.730000 | 1663.999992 |
| Axfood | 13 | -0.140000 | 3582.800000 | -173.200000 | -4.610000 | 3756.000001 |
| Ovzon | 52 | 3.010000 | 3026.400000 | -335.600000 | -9.980000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.200000 | 3451.000000 | -360.000000 | -9.450000 | 3810.999990 |
| TOTAL | 46409.900000 | -478.670000 | -1.69667% | 46888.564618 |
Updated:¶
'2023-01-18 12:35:23.798631'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
